Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yessica? Claim Your ProfileYessica Herrera is an Investment Advisor Representative with J.P. Morgan Securities LLC. Yessica has been in the industry since January 15, 1998. Yessica has been with J.P. Morgan Securities LLC since May 2013. Yessica has worked with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Royal Alliance Associates, Inc., and VTR Capital, Inc. in the past. Yessica holds the following licenses: Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65. Yessica specializes in various areas including portfolio management, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/28/2017 - Present
J.p. Morgan Securities LLC (New York NY)
NY
06/01/2009 - 05/02/2013
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
01/25/2001 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
AZ
08/04/1998 - 11/02/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/22/1997 - 03/27/1998
VTR CAPITAL, INC. (NEW YORK NY)
IA
Issued 09/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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